+50.9%
AMZN vs LBRT
+26.7%
+24.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.8% | +13.8% | -11.1% | +1.0% |
| 30D | +3.4% | -32.4% | +35.8% | +8.2% |
| 3M | +0.1% | -39.9% | +40.0% | +6.0% |
| 6M | +0.6% | -60.8% | +61.4% | +12.0% |
| YTD | +15.9% | -29.3% | +45.1% | +17.2% |
| 1Y | +9.5% | -18.9% | +28.4% | +8.3% |
| 3Y | +86.3% | -28.0% | +114.3% | +79.1% |
| All | +50.9% | +26.7% | +24.2% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling